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First Trust Smith Opportunistic Fixed Income ETF

318 hedge funds and large institutions have $2.64B invested in First Trust Smith Opportunistic Fixed Income ETF in 2026 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 129 increasing their positions, 124 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
318
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIW
201
Holos Integrated Wealth
Pennsylvania
$396K
WAG
202
Winthrop Advisory Group
Massachusetts
$396K
AWM
203
Apollon Wealth Management
South Carolina
$385K
TWM
204
TCFG Wealth Management
California
$382K
TIA
205
TCFG Investment Advisors
California
$382K
LWM
206
Lighthouse Wealth Management
Ohio
$377K
SCM
207
Seascape Capital Management
New Hampshire
$375K
EL
208
EQ LLC
Washington
$375K
SF
209
Summit Financial
New Jersey
$366K
SOS
210
Silver Oak Securities
Tennessee
$355K
OFS
211
OneAscent Financial Services
Alabama
$349K
VHAM
212
Van Hulzen Asset Management
California
$344K
IAN
213
Integrated Advisors Network
Texas
$337K
RIA
214
Regal Investment Advisors
Michigan
$335K
AFP
215
Ausdal Financial Partners
Iowa
$333K
CFG
216
Cooper Financial Group
California
$321K
SHFA
217
Sherrill & Hutchins Financial Advisory
Georgia
$321K
SWM
218
Spire Wealth Management
Virginia
$311K
JWCA
219
J.W. Cole Advisors
Florida
$309K
AFG
220
ABLE Financial Group
Arizona
$309K
RFN
221
RDA Financial Network
Iowa
$308K
AAS
222
Asset Allocation Strategies
Michigan
$296K
RFA
223
ROI Financial Advisors
Oregon
$294K
Bank of Montreal
224
Bank of Montreal
Ontario, Canada
$288K
TSS
225
Two Sigma Securities
New York
$287K